OPS
SECT icon

Orion Portfolio Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Orion Portfolio Solutions’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$902M Sell
17,670,190
-244,128
-1% -$13.4M 8.84% 1
2024
Q4 		$985M Buy
17,914,318
+103,460
+0.6% +$5.74M 9.81% 1
2024
Q3 		$958M Sell
17,810,858
-256,838
-1% -$13.3M 9.54% 1
2024
Q2 		$923M Sell
18,067,696
-172,427
-0.9% -$8.6M 9.75% 1
2024
Q1 		$919M Sell
18,240,123
-8,594
-0% -$414K 9.84% 1
2023
Q4 		$843M Sell
18,248,717
-79,912
-0.4% -$3.49M 9.79% 1
2023
Q3 		$771M Buy
18,328,629
+522,520
+3% +$22.7M 9.32% 1
2023
Q2 		$767M Buy
17,806,109
+619,643
+4% +$25.5M 8.17% 1
2023
Q1 		$698M Sell
17,186,466
-1,745
-0% -$70.7K 8.61% 1
2022
Q4 		$667M Buy
17,188,211
+326,621
+2% +$12.7M 23.35% 1
2022
Q3 		$599M Sell
16,861,590
-287,662
-2% -$11M 23.73% 1
2022
Q2 		$624M Sell
17,149,252
-466,851
-3% -$18.3M 25.02% 1
2022
Q1 		$750M Sell
17,616,103
-283,518
-2% -$12M 26.34% 1
2021
Q4 		$803M Buy
17,899,621
+639,036
+4% +$27.8M 26.85% 1
2021
Q3 		$703M Buy
17,260,585
+337,657
+2% +$14M 25.84% 1
2021
Q2 		$697M Buy
16,922,928
+203,324
+1% +$8.14M 27.39% 1
2021
Q1 		$640M Buy
16,719,604
+1,536,169
+10% +$57.3M 27.67% 1
2020
Q4 		$532M Sell
15,183,435
-517,808
-3% -$17M 24.81% 1
2020
Q3 		$488M Sell
15,701,243
-1,097,970
-7% -$33.4M 25.32% 1
2020
Q2 		$475M Buy
16,799,213
+623,273
+4% +$16.6M 25.72% 1
2020
Q1 		$393M Buy
+16,175,940
New +$463M 27.01% 1

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Orion Portfolio Solutions's SECT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Main Sector Rotation ETF (SECT) stake by 1.4% in Q1 2025, selling an estimated $13.4M and leaving 17,670,190 shares worth $902M. The position accounts for 8.84% of the portfolio, ranked #1.

Orion Portfolio Solutions first reported a position in SECT in Q1 2020 and has held it in 21 quarters since. The position peaked at $985M in Q4 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q1 2025.

  • Orion Portfolio Solutions held 17,670,190 shares of Main Sector Rotation ETF worth $902M as of Q1 2025.
  • Orion Portfolio Solutions sold 244,128 Main Sector Rotation ETF shares in Q1 2025, an estimated $13.4M.
  • Main Sector Rotation ETF made up 8.84% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1 holding.
  • Orion Portfolio Solutions first reported a position in Main Sector Rotation ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Main Sector Rotation ETF position peaked at $985M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.